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PARAPLANNER ( fast progression into Advice), Horsham area, c £55/60k ( £35/40k for less experienced)

PARAPLANNER ( fast progression into Advice), Horsham area, c £55/60k ( £35/40k for less experienced)

Financial Divisions

Posted 19 hours ago, valid for 3 days

Horsham, West Sussex RH13 0NE, England

Full Time

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Sonic Summary

A highly experienced Paraplanner can expect a salary of £55,000 to £60,000, while less experienced candidates will earn between £35,000 and £40,000.
The firm is seeking to recruit two additional Paraplanners due to successful growth.
This role offers a fully client-facing opportunity, providing dedicated one-on-one support with a Chartered Adviser.
The position involves working with a diverse client base, including HNW retirees, small business owners, and families, across various financial services.
Candidates will have the opportunity for great career development and potential future advancement into advisory roles.

To c £55/60k for highly experienced Paraplanner, £35/40k for less experienced Paraplanner, discretionary bonus, great career development opportunity

Due to the successful growth of this wonderful locally based independent wealth management firm, the Directors are now looking at recruiting 2 additional Paraplanners to the team.

Fully Client facing opportunity

** Provide dedicated 1 on 1 support with the Chartered Adviser

** Very successful boutique business working with 400 + long standing clients with investable assets up to c £1m+

** Advisers provide whole of market Advice to HNW retirees, accumulators, small business owners and families across the Sussex area

** Advice is provided across pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc

** Work with a variety of platforms and analytical tools

** You will be drafting reports, doing analysis, cashflow modelling and some occasional admin work

** This is a very progressive role with the opportunity of moving into Advice in the future

To learn more, contact Camilla Howden at Financial Divisions.

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